Wealth taxation

In a fiscal environment marked by constantly changing regulations and increased compliance requirements, our firm assists its private clients in managing, securing, and optimising their wealth.

With recognised expertise in French tax regimes and their interaction with international tax treaties, we assist our clients with complex tax issues related to their assets, whether domestic or international.

Thanks to our comprehensive approach, we offer turnkey support that goes beyond simple advice to provide concrete solutions tailored to each situation. We also support our clients until the full implementation of the recommended solutions.

Aware that taxation is at the crossroads of many disciplines, we work closely with specialised partners to offer tailored and comprehensive solutions, while anticipating the risks and opportunities associated with legislative and international developments.

OUR EXPERTISE REGROUPS

Engineering and wealth transfer
through the structuring and management of real estate and financial assets, as well as the preparation of private transfers (gifts, inheritances, wills, future and posthumous protection mandates)
International taxation and foreignness
covering issues of mobility (impatriation, expatriation, exit tax), wealth (international inheritance, donations of foreign assets, trusts) and compliance (regularisation of foreign assets, trust declarations)

Tax litigation
At every stage of the procedure and for all types of proceedings: proposed adjustments, automatic taxation, contentious claims, tax conciliators, tax mediators, administrative and judicial courts, tax rulings, etc.
Tax returns and simulations
Annually (income tax, real estate wealth tax, exit tax, trusts, 3% tax) or customised in connection with significant events (capital gains, gifts, inheritance, marriage, civil solidarity pacts, birth, expatriation, etc.)

FIELDS OF INTERVENTION

National and international individuals

Wealth management and family offices

EXAMPLES OF CASES

Franco-German inheritance settled by a will governed by German law with the deceased being a German tax resident and the beneficiary being a French tax resident

Regularisation of annual returns for a US trust whose beneficiary is a French tax resident

Coordination of the implementation of a Luxembourg life insurance contract with a split beneficiary clause and tax simulations

Implementation of transfers and a will to rebalance the assets received by siblings from their parents

Regularisation of real estate wealth tax returns following the discovery of an undervaluation of a property at the time of its sale

Planning of a real estate investment project involving a family property and optimisation of its ownership via a holding company with anticipation of the transfer of the property to the children